Well Done, LLC
HOLLAND MI · SEC CIK 0001667132
$6.81亿2026Q1 申报市值
197持仓数
47.3%前十大占比 · 第一大 11.8%
16 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BOXX 加仓+$1,093.95万
EA SERIES TRUST 新建仓+$790.17万
IEZ 新建仓+$786.70万
SOXX 加仓+$671.98万
RING 新建仓+$656.01万
2026Q1 卖出最多 按季末市值估算
IYC 清仓-$733.30万
IAK 清仓-$714.21万
EA SERIES TRUST 清仓-$485.04万
OAKM 清仓-$163.38万
USMV 减仓-$149.13万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TR | $1,225.29万 | 1.80% | 51,056 | -1,705 | -3.2% | -$40.92万 | 减仓 |
| BOXX | EA SERIES TRUST | $1,413.16万 | 2.08% | 121,520 | 94,071 | 342.7% | $1,093.95万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,479.24万 | 2.17% | 167,790 | 2,072 | 1.3% | $18.27万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,482.06万 | 2.18% | 380,405 | 60,227 | 18.8% | $234.64万 | 加仓 |
| DGRO | ISHARES TR | $1,545.25万 | 2.27% | 220,184 | -4,576 | -2.0% | -$32.11万 | 减仓 |
| QUAL | ISHARES TR | $1,582.48万 | 2.32% | 82,502 | -7,356 | -8.2% | -$141.10万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,640.82万 | 2.41% | 468,270 | 39,550 | 9.2% | $138.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,790.89万 | 2.63% | 91,279 | 313 | 0.3% | $6.14万 | 加仓 |
| USMV | ISHARES TR | $2,116.04万 | 3.11% | 228,169 | -16,080 | -6.6% | -$149.13万 | 减仓 |
| IJH | ISHARES TR | $2,427.97万 | 3.57% | 359,539 | 9,977 | 2.9% | $67.37万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,429.26万 | 3.57% | 50,694 | -151 | -0.3% | -$7.24万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $2,632.25万 | 3.87% | 339,426 | 41,957 | 14.1% | $325.38万 | 加仓 |
| IVV | ISHARES TR | $7,993.47万 | 11.74% | 122,372 | 4,253 | 3.6% | $277.81万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $8,043.17万 | 11.81% | 112 | 0 | 0.0% | — | 不变 |